Retirement income options evolve as workers job-hop
The likelihood of employee turnover must be considered when looking at investment options.
Nationwide Retirement Solutions has added a pooled plan solution to its RetireAssist suite.
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Catch-up contributions go Roth-only for older, high-income savers in 2026
One of the most valuable benefits for retirement savers age 50 and older – the IRS catch-up contribution – is about to change.
Market ‘walking a tightrope’ as AI fuels gains
Stocks hit new highs in the third quarter and artificial intelligence is fueling much of those market gains.
How advisors can harness AI responsibly
The question is no longer if financial professionals should use artificial intelligence in their practice, but how.
Gen X seeks less financial advice even as retirement worries rise
Many Gen Xers are moving closer toward retirement with a lot of uncertainty about the state of their finances.
Where are seniors most likely to outlive their retirement savings — and why?
Will you outlive your retirement savings? What are the top five states where seniors are most likely to outlive their savings?
More older Americans face a solo retirement; are they prepared?
Older Americans are aging alone, and most have not planned for household or health care assistance.
Government shutdown brings volatility, caution – and investor angst
In the face of a government shutdown, investors face a familiar but unsettling question: How should they approach the markets?
How advisors can use Financial Planning Awareness Month to win new clients
October is Financial Planning Awareness Month, an opportunity for advisors to engage with existing clients and attract prospects.
What CROPS are you sowing?
Identifying niche markets and distinct prospect demographics along with unique methods to serve them.
Determining how Social Security will impact your future finances is an important component of retirement preparation, and Gregory Ricks& Associates encourages individuals to stay informed of their benefit options as they make decisions leading up to retirement. "We want to make sure we have a discussion about it every year until an individual begins…
Alternative assets in retirement accounts: What’s next?
President Donald Trump signed an executive order in August that aims to expand 401(k) options to include private equity and other alternative assets.
What to know about serving households with $5M to $10M in investable assets
Households with $5 to $10 million in investable assets have a high comfort level with market volatility, a recent study finds.
American workers are feeling more optimism about their retirement finances, but that optimism may be masking underlying risks.
Why having access to a retirement savings plan matters
The retirement savings gap and the increasing need for long-term care as the population ages are problems the U.S. cannot afford to ignore.
Indictment: Harvard grad preys on biz school alums for Ponzi scheme
A Harvard graduate who told investors he could time Warren Buffett’s investments to return huge profits was actually running a Ponzi scheme, authorities said.
Tips for translating finance for the Gen Z client
No matter their age, everyone can benefit from financial education. Clients need context to better understand how our financial plan recommendations can help them reach their goals.
CFP Board lists six public policy priorities
CFP Board announced six key public policy priorities that will guide its work to strengthen the financial planning profession, expand access to competent and ethical financial advice, and protect the public.
Charitable planning can’t wait until 2026
As we approach the end of 2025, financial professionals face a pivotal opportunity to help clients maximize charitable giving strategies before key tax provisions change.
